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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,788 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,702 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $43,891 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,474 | $55,527-50.5% | $81,783-66.4% | $199,768-86.2% |
| Participation rate | 75.2% | 62.7%+12.4pp | 72.4%+2.8pp | 72.0%+3.2pp |
| Annual return | 25.08% | 19.58%+5.5pp | 775.05%-750.0pp | 34.26%-9.2pp |
| Employer contribution / active EE | $1,131 | $2,111-46.4% | $2,913-61.2% | $3,037-62.7% |
| Participant deferral / active EE | $3,181 | $3,296-3.5% | $4,320-26.4% | $5,090-37.5% |
| Admin fee / account holder | $186 | $347-46.5% | $7,380-97.5% | $269-30.9% |